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Services Offered
Accounting and Financial Statements
Accounting services include financial statements (compiled, reviewed, or audited), adjusting journal entries, accounting system review and recommendations, reconciliations, and other possibilities depending on your needs.
     
Tax Preparation and Planning
Tax services include preparation of income tax returns for individuals, businesses (corporations, partnerships, LLC's, etc.) and other entities (such as trusts and estates).  Other types of tax return preparation is also available such as payroll taxes, sales taxes, business property statements, gift taxes, and estate taxes.  The Firm also recommends tax planning services as a means to monitor and manage your taxes.
     
Financial Services
Financial services involves various financial planning services of a personal financial specialist (PFS), including (but not limited to) assistance with retirement planning, estate planning, obtaining loans, investment planning, education planning, and management advisory services (which includes assistance in assessing employees or interviewing candidates, business and financial analyses, etc.).
     
 

 

Christopher M. Wink, CPA, PFS

2744 Del Rio Place, Suite 110

Davis, CA 95618

Phone: 530-297-3444

Fax: 530-297-3447